Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Carlyle Group Inc.CG · Entity 3316 | Co-President | August 26, 2026 | August 28, 2026 |
| HERTZ GLOBAL HOLDINGS, INCHTZ · Entity 5147 | Director | January 17, 2023 | January 18, 2023 |
| Wheels Up Experience Inc.UP · Entity 6501 | Director | September 20, 2023 | September 29, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Carlyle Group Inc.
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,609,479 |
Reported balance
After 2026-08-26 transaction · row 1
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 6,615 · Balance 1,609,479 F1: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards.
HERTZ GLOBAL HOLDINGS, INC
Report date January 17, 2023 · Filed January 18, 2023
This filing explicitly reported no securities owned.
Wheels Up Experience Inc.
Report date September 20, 2023 · Filed September 29, 2023
This filing explicitly reported no securities owned.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 26, 2026 Filed Aug 28, 2026 17:02 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 6,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001962643-26-000014 · wk-form4_1787950965.xml · nonDerivative · entry 1 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,609,479 F1 · kind: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 21:06 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 43,081 | $46.02 | $1,982,587.62 |
DisclosureSEC source: 0001962643-26-000012 · wk-form4_1785877579.xml · nonDerivative · entry 1 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,602,864 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon, as applicable). No shares of common stock were sold by the reporting person. Read SEC document |
| May 28, 2026 Filed May 29, 2026 21:10 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 7,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001962643-26-000010 · wk-form4_1780089050.xml · nonDerivative · entry 1 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,645,945 F1 · kind: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. Read SEC document |
| February 20, 2026 Filed Feb 20, 2026 23:49 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 6,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001962643-26-000008 · wk-form4_1771631365.xml · nonDerivative · entry 1 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,638,212 F1 · kind: Represents dividend equivalent units accrued on certain existing restricted stock unit awards, the grant of which was previously reported, in connection with the issuer's quarterly dividend. Such dividend equivalent units will vest on the same schedule and subject to the same terms and conditions as the underlying awards. Read SEC document |
| February 06, 2026 Filed Feb 6, 2026 22:19 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 92,352 | $55.41 | $5,117,224.32 |
DisclosureSEC source: 0001962643-26-000006 · wk-form4_1770416359.xml · nonDerivative · entry 1 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,631,705 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of a previously reported restricted stock unit award. No shares of common stock were sold by the reporting person. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 12,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001962643-26-000004 · wk-form4_1770158260.xml · nonDerivative · entry 3 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,724,057 F3 · kind: These securities are restricted stock unit awards and will vest 1/3 on each of February 1, 2027, February 1, 2028 and February 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | GrantCommon Stock | 217,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001962643-26-000004 · wk-form4_1770158260.xml · nonDerivative · entry 2 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,711,092 F2 · kind: These securities are restricted stock unit awards and will vest 40% on August 1, 2027, an additional 30% on August 1, 2028 and the remaining 30% on August 1, 2029, subject to the reporting person's continued service at the Issuer on the applicable vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 22:37 UTC | Carlyle Group Inc. CG · Entity 3316 | Tax withholdingCommon Stock | 6,092 | $58.78 | $358,087.76 |
DisclosureSEC source: 0001962643-26-000004 · wk-form4_1770158260.xml · nonDerivative · entry 1 Nedelman Jeffrey · CIK 0001962643 · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,493,789 F1 · kind: Represents shares of common stock that have been withheld by the Issuer in connection with the payment of taxes resulting from the vesting of previously reported restricted stock unit awards (including previously reported dividend equivalent units accrued thereon). No shares of common stock were sold by the reporting person. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.